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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,976 | $50,947+111.9% | $74,551+44.8% | $64,173+68.3% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | 17.15% | -1.85%+19.0pp | 32.53%-15.4pp | 7.63%+9.5pp |
| Employer contribution / active EE | $1,443 | $1,115+29.4% | $1,961-26.4% | $2,381-39.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $900 | $4,221-78.7% | $5,059-82.2% | $4,887-81.6% |